Assign Signer Role

Assign Signer Role in Adobe Acrobat — with three ready prompts, from the immediate task to the lasting pattern. 1 real situation leads here.

3prompt heights
1situation
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The moments that lead here

If one of these is your afternoon, you are in the right place.

The director is unavailable and the vendor needs a signed contract today.

3 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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The director is out sick and the vendor [contract] must be signed today. Prepare the sending flow…
The director is out sick and the vendor [contract] must be signed today. Prepare the sending flow to delegate signature authority to [signer=Maria Gomez], include her role as signer, and notify [legal] and [finance] that she will sign on behalf of the director.

Improve — make it easier to accept

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Finance will hesitate if delegation looks unofficial. Set up the signature request naming Maria…
Finance will hesitate if delegation looks unofficial. Set up the signature request naming Maria Gomez as the delegated signer, attach the director’s written delegation email, add a one-line note to legal and finance referencing the delegation, and flag any signature fields Maria might need clarified before signing. Ladder [ladder=L3]

Decide — diagnose the stuck moment

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Vendor procurement insists on a named signer and legal wants evidence of delegation. I have an…
Vendor procurement insists on a named signer and legal wants evidence of delegation. I have an email from the director OK’ing delegation but I’m unsure if that suffices for finance. Evaluate whether Maria Gomez can legally sign in this case, list any additional documentation finance or legal will require, and advise whether to proceed now with her signing or hold until formal notarized delegation is obtained. Recommend the fastest defensible route and the exact wording to include in the signature request. Ladder [ladder=L6]

Who does this, and with what

The same task is different work inside a different job.

Adobe Acrobat ProDocuSignalso: Delegate Signing Authority

Next to this one

Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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Same library, five ways in.